Dec 6th, 2022
O’Shaughnessy's Catherwood on Direct Indexing Benefits
Direct indexing "allows advisors to customize at scale because they can do some clicks with a button and implement ESG, take away certain stocks, et cetera,” Jamie Catherwood, O’Shaughnessy Asset Management client portfolio specialist, said on the Dec. 5 episode of "Bloomberg ETF IQ." Franklin Resources bought O’Shaughnessy in September 2021 for its custom-indexing business known as Canvas.
